Principal Financial shares owned by Continuum Advisory
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum Advisory investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Continuum Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Continuum Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $293k | 3.7k | 78.69 |
| 2023-09-30 | $450k | 6.2k | 72.07 |
| 2023-06-30 | $475k | 6.3k | 75.84 |
| 2023-03-31 | $470k | 6.3k | 74.32 |
| 2022-12-31 | $362k | 4.3k | 83.92 |
| 2022-09-30 | $304k | 4.2k | 72.24 |
| 2022-06-30 | $306k | 4.6k | 66.78 |
| 2022-03-31 | $342k | 5.0k | 68.11 |